WinTeam

WinTeam

by TEAM Software

Who Uses WinTeam?

We serve janitorial and security contractors with distributed workforces.

What Is WinTeam?

WinTeam is a holistic financial, operations & workforce management solution for cleaning & security contractors in North America. Includes comprehensive accounting & financials, analytics & reporting, HR, compliance & benefits mgmt, payroll, job costing, work/people scheduling, quality assurance & inventory mgmt. It has employee & customer self-service plus time & attendance tracking. Streamline & automate business processes, connect back office to field ops & pinpoint profitability by site.

WinTeam Details

TEAM Software

https://teamsoftware.com

Founded 1989

WinTeam Pricing Overview

WinTeam does not have a free version and does not offer a free trial.

Free Version

No

Free Trial

No

Deployment

Cloud, SaaS, Web

Training

In Person

Live Online

Webinars

Documentation

Support

Business Hours

WinTeam Features

Accounting Software
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Expense Tracking
Fixed Asset Management
Fund Accounting
Government
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
1099 Preparation
Aging Tracking
Approval Process Control
Cash Management
Check Writing
Data Extraction
Duplicate Payment Alert
Electronic Funds Transfer
Fraud Detection
Invoice Processing
PO Reconciliation
Recurring Payments
Vendor Management
ACH Payment Processing
Aging Tracking
Billing & Invoicing
Check Processing
Collections Management
Customer Statements
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing
Calendar Management
Employee Scheduling
FMLA Tracking
Overtime Calculation
Reporting/Analytics
Self Service Portal
Time Tracking
Billing Portal
Contact Database
Contingency Billing
Customisable Invoices
Dunning Management
Hourly Billing
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Tax Calculator
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Performance Metrics
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management
Bid Management
Billing & Invoicing
Client Management
Employee Scheduling
Inventory Management
Mobile Access
Payroll Management
Quality Control
Surveys & Feedback
Time Tracking
Work Order Management
Archiving & Retention
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliant
ISO Compliance
Incident Management
OSHA Compliance
Process/Workflow Automation
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Analytics/Reporting
Content Management
Custom Dashboards
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery
CRM
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Reporting/Analytics
Supply Chain Management
Warehouse Management
Automated Scheduling
Messaging
Mobile Access
Online Time Clock
Payroll Management
Reporting/Analytics
Resource Management
Schedule Distribution
Shift Swapping
Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management
360 Degree Feedback
Applicant Tracking
Benefits Management
Compensation Management
Employee Database
Employee Profiles
Onboarding
Payroll Management
Performance Management
Recruitment Management
Self Service Portal
Time & Attendance Management
Time Off Management
Activity/News Feed
Audio / Video Conferencing
Blogs
Chat / Messaging
Employee Directory
Event Calendar
File Sharing
Knowledge Management
Newsletter Management
Surveys & Feedback
401(k) Tracking
Benefits Management
Check Printing
Direct Deposit
Multi-Country
Multi-State
Payroll Outsourcing
Payroll Reporting
Self Service Portal
Tax Compliance
Vacation/Leave Tracking
W-2/1099 Preparation
Wage Garnishment
Audit Management
Complaint Management
Compliance Management
Corrective and Preventive Actions (CAPA)
Defect Tracking
Document Control
Equipment Management
ISO Standards Management
Maintenance Management
Risk Management
Supplier Quality Control
Training Management
Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Class Scheduling
Employee Scheduling
Facility Scheduling
Group Scheduling
Multi-Location
Real-time Scheduling
Resource Scheduling
Room Booking Management
Biometric Recognition
Messaging
Mobile Access
Online Punch Card
Payroll Management
Punch card
Reporting/Analytics
Salaried Employee Tracking
Sick Leave Tracking
Timesheet Management
Vacation/Leave Tracking
Workstation Tracking
Budgeting/Forecasting
Contractor Management
Employee Lifecycle Management
Employee Scheduling
Labor Forecasting
Performance Metrics
Recruitment Management
Skills Tracking
Time & Attendance Management
Variable Workforce

WinTeam Reviews

Showing 5 of 83 reviews

Overall
4.4/5
Ease of Use
4/5
Customer Service
4.6/5
Features
4.1/5
Value for Money
4.1/5
Tracie B.
President
Facilities Services, 51-200 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    4/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    4/5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 9/04/2019

"Great software to run my entire business"

Comments: Overall, Winteam has helped me streamline my back office, while also controlling things in the field. It has saved me money by allowing me to in-house payroll and by preventing the timecard errors we used to have when our employees were filling out timecards by hand. The alert system allows me to know if a building is not being cleaned, so that one of my supervisors can handle the issue before the customer opens in the morning, so that we never have a client going without service, even if their regular cleaner can't get there.

Pros: I love that Winteam designed a software specifically for my industry. From estimates & scheduling to timekeeping, payroll and invoicing, and even benefits management tools, this software can handle every aspect of my commercial janitorial company.

Cons: I would find it very helpful if all reports were able to be printed. Not only do I find it a bit difficult to design custom reports, but some things simply cannot be printed. Also, the accounting piece is not as simple as something like Quickbooks. I can really drill down into the nitty-gritty of every aspect of my company, but I need my accountant to help me do it!

  • Reviewer Source 
  • Reviewed on 9/04/2019
Deborah B.
Payroll Manager
Security & Investigations, 51-200 Employees
Used the Software for: 2+ years
  • Overall Rating
    4/5
  • Ease of Use
    3/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    4/5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 24/09/2019

"There are enhancements I'd like to see implemented"

Comments: WinTeam is our all-in-one platform for human resources, accounting, and operations. We're highly satisfied.

Pros: The payroll module for WinTeam is the best I've used in a 20+ year career of processing payroll. Ease of data import from scheduling, ease of processing deductions, ability to revise checks at the batch review level - all of those functions are vital to our processing flow and are greatly appreciated.

Cons: There are AR issues that I've discussed with Team tech support over 12 years that we'd like to see addressed at some point, such as the ability to search for an invoice by amount and also the ability to print an invoice to reflect partial payments/balance due.

  • Reviewer Source 
  • Reviewed on 24/09/2019
Tom R.
Controller
Facilities Services, 1,001-5,000 Employees
Used the Software for: 2+ years
  • Overall Rating
    3/5
  • Ease of Use
    3/5
  • Features & Functionality
    3/5
  • Customer Support
    4/5
  • Value for Money
    3/5
  • Likelihood to Recommend
    5/10
  • Reviewer Source 
  • Reviewed on 29/03/2019

"What is not new"

Comments: Team has a good mobile application for payroll logging. This is not unique today with a lot of competition and user interfaces that are just as robust or more so than Team.

Pros: integrated package with a mobile platform that ties payroll with accounting functions.

Cons: Lack of HR package and the partner is not a viable solution. Platforms need to be updated with emphasis on user ease with analytical capability in all applications. BI is not a solution and requires the software provider to work with users to develop analytical reports. Of course that is also an opportunity to charge the user additional fees for something that should be part of the package. This is very yesterday in feel and use. Other software platforms are more robust and have many more features as a standard.

  • Reviewer Source 
  • Reviewed on 29/03/2019
Alex R.
Accountant
Facilities Services, 1,001-5,000 Employees
Used the Software for: 2+ years
  • Overall Rating
    4/5
  • Ease of Use
    5/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    4/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 20/06/2019

"Winteam in review"

Comments: Overall, Winteam is great but there is always room for improvement. This being my first office job using a software based system, winteam has helped me succeed way better than the older software my company used to have.

Pros: I enjoy the simplicity when it comes to navigating certain aspects of the system. I also enjoy finding out new ways to complete tasks more efficiently and sharing with the rest of my team. This software has helped save hundreds of hours when analyzing and entering data.

Cons: There were a few things that felt like they were finished half way before the software was released. For example, the PO and AP Invoice sections need to be linked better to let you know when a PO already has an invoice and when the PO has been fulfilled to avoid going over the PO amount. Similar to the AR Invoice Review tab, there should be a way to review what invoices are under that PO and the amount remaining, invoiced and over/under when the PO has reached its expiration date.

  • Reviewer Source 
  • Reviewed on 20/06/2019
Leah S.
Acct and HR manager
Facilities Services, 51-200 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    4/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 29/03/2019

"One system for everything "

Comments: We started using Team when before we were using 3 or 4 different programs to conduct business and keep track administratively. We often had to enter data 2-3 times. We had spreadsheets that worked well enough but to was all a bit clumsy and overly redundant, not to mention prone to error. We’ve used Team for about 6 years now and now everything “talks” to each other- payroll integrates with work tickets, benefits are programmed in, we can track for bonus metrics without a separate system, etc. We can compare financial projections to actuals and have control of our P&Ls. We love it and keep learning more that we can do to make our business more efficient.

Pros: We can use one software for everything and it all talks to each other. Also, we have been able to go from paper based to electronically based- completely! No more timesheets. They clock in with the phone. The list goes on!

Cons: On the accounting side- everything we need is there but it’s a lot less automated than say quickbooks as the software as a whole is not an accounting software. Just takes some time to learn.

  • Reviewer Source 
  • Reviewed on 29/03/2019